+588.9%
VST vs PAAS
+71.7%
+517.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +1.5% | +9.1% | +10.2% |
| 7D | -9.8% | +8.4% | -18.2% | -11.8% |
| 30D | -25.1% | -7.2% | -18.0% | -24.0% |
| 3M | -11.6% | -14.0% | +2.4% | -9.2% |
| 6M | -20.9% | -26.8% | +5.8% | -16.1% |
| YTD | -22.3% | -19.8% | -2.5% | -20.6% |
| 1Y | -32.0% | +22.8% | -54.9% | -37.7% |
| 3Y | +262.4% | +183.6% | +78.7% | +175.6% |
| All | +588.9% | +71.7% | +517.2% | +446.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PAAS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling